AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.51B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,455
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$7.36M
3
+$6.79M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$6.27M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$5.57M

Top Sells

1
+$7.18M
2
+$6.44M
3
+$5.56M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.65M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$3.34M

Sector Composition

1 Technology 6.74%
2 Financials 5.9%
3 Healthcare 3.14%
4 Industrials 3.01%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$17.6K ﹤0.01%
949
-273
1402
$17.6K ﹤0.01%
1,515
-1,515
1403
$17.4K ﹤0.01%
170
-8
1404
$17.4K ﹤0.01%
431
+1
1405
$17.3K ﹤0.01%
840
1406
$17.3K ﹤0.01%
215
-29
1407
$17.2K ﹤0.01%
1,716
+2
1408
$17.1K ﹤0.01%
12
-1
1409
$17.1K ﹤0.01%
455
+8
1410
$17K ﹤0.01%
2,021
1411
$16.9K ﹤0.01%
216
+1
1412
$16.9K ﹤0.01%
4,457
-555
1413
$16.7K ﹤0.01%
497
1414
$16.7K ﹤0.01%
145
+79
1415
$16.7K ﹤0.01%
1,059
+841
1416
$16.6K ﹤0.01%
163
1417
$16.6K ﹤0.01%
30
1418
$16.5K ﹤0.01%
430
-2
1419
$16.3K ﹤0.01%
600
1420
$16.3K ﹤0.01%
2,475
+2,233
1421
$16.1K ﹤0.01%
34
+2
1422
$16K ﹤0.01%
768
-321
1423
$16K ﹤0.01%
611
-9
1424
$15.7K ﹤0.01%
1,192
+1,018
1425
$15.7K ﹤0.01%
362
-129
55 56
57
58 59